Overview
- Headquarters
- West Conshohocken, PA
- Total Firm Assets
- $1.5 billion
- Average High-Net-Worth Client Portfolio Size
- $3.0 million
- Stated Minimum Account Size
- $500,000
Recent Rankings
#11 Lowest-Fee RIA in Pennsylvania for $2M Portfolios
#20 Lowest-Fee RIA in Pennsylvania for $10M Portfolios
Fee Disclosure
Source: TOWER BRIDGE ADVISORS PART 2A (2026-01-23) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.85% |
| $3,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | $10,000,000 | 0.65% |
| $10,000,001 | and above | 0.45% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $42,000 | 0.84% |
| $10 million | $74,500 | 0.74% |
| $50 million | $254,500 | 0.51% |
| $100 million | $479,500 | 0.48% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 78.45%
- Number of High-Net-Worth Clients
- 386
- Total Client Accounts
- 805
- Discretionary Accounts
- 793
- Non-Discretionary Accounts
- 12
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 115700
- TOWER BRIDGE ADVISORS PART 2A (2026-01-23) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗